See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FORUS INC DBA FORUSALL3 years Service code 27 665 THIRD ST STE 400 · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $30,181 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,271 | $53,901+19.2% | $134,143-52.1% | $73,488-12.5% |
| Participation rate | 86.3% | 62.8%+23.5pp | 72.2%+14.1pp | 70.7%+15.6pp |
| Annual return | 19.88% | 15.82%+4.1pp | 36.33%-16.5pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,090 | $1,458-25.2% | $3,704-70.6% | $2,270-52.0% |
| Participant deferral / active EE | $3,458 | $2,739+26.3% | $3,499-1.2% | $3,740-7.5% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |